PLSIX Mutual Fund

NAV$12.10

AUM$460M

TER0.46%

Holdings18

PLSIX Mutual Fund

NAV$12.10

Principal LifeTime Strategic Income Fund Institutional Class

AUM$460M

TER0.46%

Holdings18

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Holdings Overlap Analysis

Compare PLSIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLSIX Mutual Fund Overlap Analysis

PLSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLSIX may share significant positions with broad-market funds.

PLSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSIX tax-loss harvesting finds highly correlated but non-identical funds.